Services & Experience:
I specialize in helping busy professionals and high net worth individuals in creating strategies to navigate complicated financial issues.
After review and establishment of the goals of my clients, I help them decide and implement strategies on the best way to reach their goals.
I utilize a financial planning process which can include: asset management services, stock option and deferred compensation strategies, gifting, insurance, estate planning, and tax reduction issues.
As a financial advisor, my role is to assess and evaluate the various aspects of my client’s financial picture to help them realize their financial goals.